F5 Financial Planning: Retirement Planning & Investment Management

F5 Financial Planning: Retirement Planning & Investment Management is a financial planner in Venice, FL, located at 871 Venetia Bay Blvd Suite 234. The firm provides fee-only fiduciary planning for families, corporate executives, and business owners. Services include retirement planning, investment management, tax strategy, estate and legacy planning, insurance coordination, cash flow management, and education planning. The firm is NAPFA approved and serves clients in South Florida, the Chicago area, the Metro Atlanta area, and across the United States.

The firm utilizes a proprietary planning process called the Financial Health Cycle. This approach integrates various financial elements, such as workplace benefits and investment portfolios, into a single coordinated strategy. For business owners, the team offers virtual CFO services, which include analyzing profit and loss statements, balance sheets, and providing business financial assessments. The firm recommends low-cost, academically proven, passive investment solutions and works to coordinate client investments with their specific tax, insurance, and estate plans.

F5 Financial Planning offers several engagement models, including comprehensive financial planning packages, a one-time-only financial plan for a flat fee, and hourly planning services. The team is led in the Venice region by Josh Duncan, CFP. The firm maintains a 5.00 rating based on customer reviews.

The firm’s 5.00 rating reflects the positive experiences of its clients. It is a NAPFA-approved firm, a designation that underscores its commitment to fee-only, fiduciary standards. Clients value the firm’s top-to-bottom approach to financial management and its ability to integrate complex elements like estate planning and tax strategy. The firm has served over 150 families across its various regions.

F5 Financial Planning brings fiduciary expertise and a holistic planning process to Venice, helping local families and executives secure their financial freedom.

F5 Financial Planning is located on Venetia Bay Blvd in Venice, Florida, near Patriot's Park and the 9/11 Memorial. The office sits about a tenth of a mile from Tamiami Trail and US 41 By-Pass, with Curry Creek roughly 0.4 miles away.

BizScoreAI gives the business a Technical score of 90 out of 100, which means the website is secure and easily readable by search engines without errors. The firm also achieves a Discoverability score of 75 out of 100, ensuring AI crawlers can access every page so potential clients can find the business through AI assistants.